Note: You won't be able to save the customer information until you enter the Job details (the next step).

Job Details: Date, Time, Status, Type and Payment Method

Underneath the 'Site Customer' box is a section called 'Job Details'. Here's where you can enter the information for the job, such as purchase order numbers, payment methods and when the job is scheduled.

Once you get to 'Status', you'll have a drop-down menu with a few options, including 'Tentative', 'Scheduled', 'Accepted', 'Incomplete', 'Completed', 'Invoiced', and 'Cancelled'.

The 'Job types' option also has a drop-down menu, where you can choose 'Installation', 'Repairs', 'Installation', and / or 'Removal'.

Next to this drop down menu you can also pick one of four options for the Payment method: 'Account', 'Creditcard', 'Cash' or 'Cheque'.

Job Details: PO Numbers, Technicians, Notes and Repeats

Under the 'Technicians' heading, you can choose the staff member who will be assigned to the job.

You can also include notes specific to the job or technical notes, under the 'Job Note*' and 'Tech. Note' sections. If this is a job that will be repeated, choose the appropriate option under the '*Repeats' heading.

Use the Job Signature section to indicate if the customer will have to sign off on the job. If there are any attachments necessary, use the 'Add file' link under the'Attachments' heading to add those files.

Don't forget to click 'Save & close' once you've entered all of the job details!

The Jobs Screen

Once the job is created, you can access it (and all the jobs created in your account) by the 'All jobs' screen. Jobs here are listed in the order that they are scheduled. Appointments are coming up first will show up at the top.

From this screen you can edit jobs, split a job, print or delete. Each job will have a link where you can use any of these options.

Based on the job status, each job will have a different colour. Scheduled jobs display in blue, completed jobs in green, canceled jobs are red, etc.